Executive Benefits Coordinator

Executive Benefits Coordinator

Location: Madison, Wisconsin (Remote)
Employment Type: Contract

Role Overview

This position provides direct service to customer executives and related entities regarding non-qualified deferred compensation plans. The role involves working with executives, auditors, attorneys, and various internal and external departments. The coordinator will be responsible for departmental administration, operational processing, and maintaining compliance with government regulations.

Key Responsibilities

• Provide professional sales and service support to representatives and executives, including research of sensitive and confidential material.
• Administer, refine, and enhance ongoing program-level services such as Required Minimum Distributions, Deferral Limit Testing, and Tax Reporting.
• Write and communicate procedures and provide training as needed.
• Conduct training and workflow direction for other positions within the work area.
• Manage department reporting and ensure data quality across multiple business lines and administration systems.
• Run reports and queries to identify and correct data inconsistencies.
• Handle other projects as assigned.

Required Qualifications

Education: A Bachelor's degree in Business, Economics, Insurance, Personal Finance, Human Resources, or equivalent professional work experience is required.

Experience: Three years of work experience with Retirement Plans, Insurance, Investments, or related products with a customer service component is necessary.

Skills:

• Demonstrated ability to communicate complex technical plan and product administration to various audiences.
• Proven ability to work with limited direction, including time and activity prioritization.
• Exceptional interpersonal skills and experience in a customer service environment.
• Proficiency with office automation tools, including Word, Excel, and PowerPoint.
• Strong written and verbal communication skills.
• Ability to identify cross-selling opportunities and refer leads to sales staff.

Preferred Qualifications

• Securities Industry Essentials (SIE) Examination, Series 6, and Series 65 licensing are preferred.

Compensation & Benefits

The pay rate for this position ranges from $30.00 to $55.00 per hour. The bill rate for this position is up to $85.00 per hour.

We are an equal opportunity employer and welcome applications from all qualified candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Apex uses a virtual recruiter as part of the application process. Click here for more details.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [email protected] or View phone number on click.appcast.io.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or View phone number on click.appcast.io. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.